The Concept

The Concept

Introduction

"Your clients need to recognize that income & estate taxes
and possible long term care costs may have a major effect
on the amount that is actually left to their beneficiaries."

Between $8 and $12 trillion will be passed from today's seniors to the next generation. Unprecedented stock market growth and tax-deferred vehicles have contributed to the creation of this new wealth.

Many of your clients have been so successful in the accumulation of assets that they are now realizing that they will likely not need these assets to sustain their chosen lifestyle and, therefore, intend to leave them to their heirs.

As your clients grow older, however, the next challenge is to plan how to pass more of their wealth to their children or other heirs without putting their own financial security at risk. Otherwise, these assets may be threatened in the future.

Inheritance-eroding taxes and the high cost of long term care may either dramatically shrink the legacy left to your clients' heirs, or wipe out their financial resources altogether; thus the need for a wealth transfer and wealth preservation solution.

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